Quant Business Cycle Gr

Empty

1–7 yearsInvestment Horizon

HNI,MATarget Segments

Empty

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Standard Deviation23.4%

Sharpe Ratio0.04

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

SectoralAllocation

Consumers21.03%

Capital Goods1.21%

Energy & Infra24.1%

Services23.85%

Technology7.68%

Utilities3.07%

Financial Services19.06%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Treps 01-Sep-2026 Depo 10Utilities23.82%

Piramal Finance LtdFinancial Services10.87%

Aurobindo Pharma LtdServices10.07%

Future on Reliance Industries LtdUtilities9.26%

Indus Towers Ltd Ordinary SharesServices8.56%

Adani Green Energy LtdUtilities8.14%

Future on Infosys LtdUtilities6.86%

Future on Kotak Mahindra Bank LtdUtilities6.78%

Samvardhana Motherson International LtdConsumers4.79%

Premier Energies LtdTechnology4.76%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Ayusha Kumbhat

Ms. Ayusha Kumbhat has experience of 3 years. Manages 151 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.Sc degree.

138 years

Combined Team Experience

₹ 7,762 Cr

Assets Under Management

Varun Pattani

Co-Portfolio Manager

Mr. Varun Pattani has experience of 12 years. Manages 157 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Sandeep Tandon

Co-Portfolio Manager

Mr. Sandeep Tandon has experience of 28 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Sameer Kate

Co-Portfolio Manager

Mr. Sameer Kate has experience of 22 years. Manages 212 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a B.Tech degree.

Ankit A. Pande

Co-Portfolio Manager

Mr. Ankit A. Pande has experience of 16 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Yug Tibrewal

Co-Portfolio Manager

Yug Tibrewal has experience of 2 years. Manages 170 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Sanjeev Sharma

Co-Portfolio Manager

Mr. Sanjeev Sharma has experience of 23 years. Manages 239 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Varun Pattani

Co-Portfolio Manager

Mr. Varun Pattani has experience of 12 years. Manages 157 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Sandeep Tandon

Co-Portfolio Manager

Mr. Sandeep Tandon has experience of 28 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Sameer Kate

Co-Portfolio Manager

Mr. Sameer Kate has experience of 22 years. Manages 212 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a B.Tech degree.

Ankit A. Pande

Co-Portfolio Manager

Mr. Ankit A. Pande has experience of 16 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Yug Tibrewal

Co-Portfolio Manager

Yug Tibrewal has experience of 2 years. Manages 170 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Sanjeev Sharma

Co-Portfolio Manager

Mr. Sanjeev Sharma has experience of 23 years. Manages 239 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Firm Overview

Total AUM₹95,885.3 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)3%

Exit Load1

Regulatory & Tax Information

INF966L01BU6

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)